dlake-crmpro-dynamicscrm

This is a capability summary, not an operating guide. To receive the operational skill you must be a registered, whitelisted Commercient customer. Whitelisted customers fetch it with dlake admin get_skill dlake-crmpro-dynamicscrm (or list_skills) against the Commercient admin plane. Existing customers who need access or help: contact support@commercient.com. New customers: contact sales@commercient.com to become a customer and be whitelisted.

CRMPro for your ERP and Dynamics CRM

Your sales team works in Dynamics CRM. Your finance and operations teams work in your ERP. CRMPro keeps the two in step, so the people talking to customers see the same customers, contacts, products, orders and invoices that the back office is working from, without exports, spreadsheets or rekeying.

What it does for the business

• Sales sees the whole customer. Account history, open orders, invoices and what was bought, in Dynamics CRM, where the conversation happens.
• One version of the truth. Customer and product records come from the system that owns them, so the two teams stop arguing about which spreadsheet is right.
• Current, not end of month. After the first load, changes keep flowing, so Dynamics CRM reflects today’s ERP, not the last export.

What you get with the Commercient Data Lake

• A governed copy of your ERP business data, held for you, with access controlled per user and per application.
• Ready for more than CRM: reporting tools, AI assistants and your own applications read the same data.
• Standard ways in: the web app, the dlake command line, and AI agents connected through MCP.
• Operated by Commercient: monitoring, updates and support are part of the service.

Who it is for

Companies running an ERP who sell through Dynamics CRM and want sales, service and finance working from the same customer, product and order information. Typical users: sales operations, finance, customer service and IT teams responsible for the ERP.

Platforms

Your ERP, in the cloud and on-premises editions Commercient supports; Dynamics CRM. The operational skill has a page for each of these source systems; whitelisted customers fetch one with the address shown:

• Aptean Made2Manage: get_skill dlake-crmpro-dynamicscrm/erps/aptean-made2manage
• Baan: get_skill dlake-crmpro-dynamicscrm/erps/baan
• Epicor Eagle: get_skill dlake-crmpro-dynamicscrm/erps/epicor-eagle
• Epicor Kinetic (Epicor ERP): get_skill dlake-crmpro-dynamicscrm/erps/epicor-10
• IFS: get_skill dlake-crmpro-dynamicscrm/erps/ifs
• Infor A+: get_skill dlake-crmpro-dynamicscrm/erps/infor-a
• Infor CSD: get_skill dlake-crmpro-dynamicscrm/erps/infor-csd
• Infor SXe: get_skill dlake-crmpro-dynamicscrm/erps/infor-sxe
• Infor SyteLine: get_skill dlake-crmpro-dynamicscrm/erps/infor-syteline-v9
• Macola: get_skill dlake-crmpro-dynamicscrm/erps/macola-es
• MYOB Advanced: get_skill dlake-crmpro-dynamicscrm/erps/myob-advanced
• QuickBooks Online: get_skill dlake-crmpro-dynamicscrm/erps/quickbooks-online
• Sage 100: get_skill dlake-crmpro-dynamicscrm/erps/sage-100-2017
• Sage 50 US: get_skill dlake-crmpro-dynamicscrm/erps/sage-50-us
• Sage X3: get_skill dlake-crmpro-dynamicscrm/erps/sage-x3
• SAP Business One: get_skill dlake-crmpro-dynamicscrm/erps/sap-b1
• SYSPRO: get_skill dlake-crmpro-dynamicscrm/erps/syspro-7-and-above

How to get started

• Already a customer: the operational skill tells you how to connect, choose what to sync and run it. Fetch it with dlake admin get_skill dlake-crmpro-dynamicscrm, or ask support@commercient.com.
• New to Commercient: contact sales@commercient.com. Becoming a customer includes registration and whitelisting, after which the operational skills and tools are available to you.